Deutsche Bank Aktiengesellschaft upgraded shares of Netflix (NASDAQ:NFLX – Free Report) from a hold rating to a buy rating in a research report sent to investors on Tuesday morning, Marketbeat reports. The firm currently has $95.00 price target on the Internet television network’s stock, down from their previous price target of $100.00.
Several other research analysts have also weighed in on NFLX. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Netflix in a research report on Tuesday, September 22nd. Robert W. Baird set a $90.00 price target on Netflix and gave the company an “outperform” rating in a report on Wednesday, July 22nd. Wedbush lowered their price target on Netflix from $118.00 to $105.00 and set an “outperform” rating for the company in a research note on Friday, July 17th. Barclays reduced their target price on shares of Netflix from $85.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, July 17th. Finally, Loop Capital cut their price target on shares of Netflix from $115.00 to $95.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, fifteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $95.27.
Get Our Latest Analysis on NFLX
Netflix Stock Down 2.5%
Netflix (NASDAQ:NFLX – Get Free Report) last released its earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.01. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The company had revenue of $12.56 billion for the quarter, compared to analysts’ expectations of $12.58 billion. During the same quarter in the previous year, the business posted $0.72 EPS. The business’s revenue for the quarter was up 13.4% on a year-over-year basis. As a group, analysts expect that Netflix will post 3.59 EPS for the current fiscal year.
Insider Buying and Selling
In other news, CEO Gregory Peters sold 27,312 shares of Netflix stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $73.54, for a total transaction of $2,008,524.48. Following the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at approximately $8,893,265.74. This trade represents a 18.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Theodore Sarandos sold 27,312 shares of Netflix stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $73.35, for a total transaction of $2,003,335.20. Following the sale, the chief executive officer owned 178,954 shares in the company, valued at $13,126,275.90. This represents a 13.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 179,045 shares of company stock worth $13,132,194. 1.24% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Netflix
Several large investors have recently made changes to their positions in the company. Roxbury Financial LLC grew its stake in Netflix by 2.6% during the third quarter. Roxbury Financial LLC now owns 6,207 shares of the Internet television network’s stock worth $432,000 after buying an additional 160 shares during the last quarter. QRG Capital Management Inc. raised its position in shares of Netflix by 4.1% during the second quarter. QRG Capital Management Inc. now owns 861,135 shares of the Internet television network’s stock worth $61,485,000 after acquiring an additional 33,742 shares during the last quarter. Envestnet Portfolio Solutions Inc. lifted its position in Netflix by 7.7% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 340,601 shares of the Internet television network’s stock valued at $24,312,000 after purchasing an additional 24,446 shares during the period. Envestnet Asset Management Inc. grew its holdings in Netflix by 0.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 5,449,012 shares of the Internet television network’s stock worth $389,057,000 after acquiring an additional 33,933 shares during the period. Finally, State Street Corp increased its holdings in Netflix by 4.9% in the second quarter. State Street Corp now owns 180,129,582 shares of the Internet television network’s stock valued at $12,861,252,000 after purchasing an additional 8,474,820 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.
Key Headlines Impacting Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Analyst upgrade supports the long-term case. Deutsche Bank upgraded Netflix to Buy from Hold, with a $95 price target, citing the company’s international opportunity and potential benefits from artificial intelligence. Why Deutsche Bank upgraded Netflix
- Positive Sentiment: New programming and live content could drive engagement. Co-CEO Ted Sarandos pointed to programming, live events and other initiatives as ways Netflix plans to accelerate growth, while the company continues expanding beyond its traditional streaming offering. Netflix co-CEO says streaming giant racing for faster growth
- Neutral Sentiment: Third-quarter earnings are scheduled for Oct. 20. Investors are likely to focus less on the upcoming quarter’s results and more on management’s forward outlook, given that Netflix shares declined after each of its last four reports, with three declines attributed primarily to guidance. Netflix reports Oct. 20
- Negative Sentiment: Management acknowledged that growth is too slow. Sarandos said viewership increased only 2% during the first half of 2026 and that Netflix is “not growing as fast” as he wants. The admission has intensified concerns about the company’s ability to sustain engagement and justify its valuation. Netflix co-CEO says growth is slower than desired
- Negative Sentiment: Investors are questioning content spending and competitive positioning. Rising content commitments and upfront spending may pressure cash flow, while YouTube and newer initiatives such as gaming, podcasts, advertising and live events raise concerns that Netflix could be diluting focus from its strongest original programming. Netflix content commitments rise
- Negative Sentiment: Movie-theater distribution carries execution risk. Netflix is considering a more cooperative relationship with theaters for the sequel to KPop Demon Hunters, but investors may worry that a theatrical strategy could complicate release timing, economics or the streaming-first model. Netflix and movie theaters
Netflix Company Profile
Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that operates a subscription-based streaming service. It offers a broad range of television series, films, documentaries, and other programming, including original productions developed under the Netflix brand and licensed content from third-party studios.
The company also provides advertising-supported viewing options in some markets and has expanded into related entertainment categories, including mobile and cloud-based games, live programming, and consumer products associated with selected titles.
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